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Nathan Stagg

Olympus Wealth Management, LLC

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About Nathan Stagg

Nathan Stagg is a registered representative with Olympus Wealth Management, LLC. Nathan has been in the financial services industry since 2023. Nathan is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Nathan holds the Series 66, Series 7TO and SIE licenses and is licensed to conduct business in 53 states. Nathan also provides financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Nathan Stagg is currently registered with Olympus Wealth Management, LLC. Olympus Wealth Management, LLC is an investment advisor based in COTTONWOOD HEIGHTS, UT. They manage approximately $852,696,734 in assets for 597 clients. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals, and consulting (multi-family office and private investments). They also select other advisors for their clients. Their client base includes individuals, corporations, charitable organizations, and pooled investment vehicles.
Olympus Wealth Management, LLC

6985 UNION PARK CENTER

COTTONWOOD HEIGHTS, UT 84047

$852.70M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting (multi-family office and private investments)

Consulting (multi-family office and private investments)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathan Stagg’s Registration & Firm History

UT

01/08/2025 - Present

Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)

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Licenses & Designations

BOTH

Issued 01/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Nathan Stagg.
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